+3.2%
HAL vs TRGP
+868.8%
-865.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -3.0% |
| 7D | -3.3% | -0.6% | -2.7% | -2.9% |
| 30D | +7.2% | +10.0% | -2.8% | +0.3% |
| 3M | -8.8% | +7.6% | -16.4% | -13.5% |
| 6M | +3.0% | +26.8% | -23.8% | -12.8% |
| YTD | +29.4% | +60.6% | -31.2% | -6.8% |
| 1Y | +62.8% | +82.5% | -19.6% | +7.3% |
| 3Y | -6.4% | +265.0% | -271.5% | -61.8% |
| 5Y | +103.6% | +645.9% | -542.3% | -45.8% |
| All | +3.2% | +868.8% | -865.5% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TRGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling